2 posts / 0 new
Log in or register to post comments
Last post
Sat, 04/03/2021 - 00:00
#1
Anonymous (not verified)
create opportunity endpoint
This endpoint asks for 'isPrimary' and 'isPositionPrimary' as required in the Sales Team Object. We wouldn't know, from the phone call, if this is the primary sales person associated with this newly created opportunity. Should we default to true or false in this case?
Top
Thu, 07/22/2021 - 11:28
ana.truong
Default them both to false.
Default them both to false. This would add the person to the Sales Team, but not identify them or their position as the 'Primary'. If you later learn they are primary you can update it.
Top

Add new comment